Knowledge catalogue
SemiAnalysis: A detailed look at Jalapeño, OpenAI's ASIC developed with Broadcom in 16 months, which beat Nvidia, AMD, and Google chips on multiple top open-weight models — OpenAI's self-designed ASIC
OpenAI reports Jalapeño delivers 1.5–1.9× more AI work per watt and 1.7–3.6× lower latency vs comparison systems on InferenceX.
OpenAI’s Jalapeño is a self‑designed ASIC for large‑language‑model inference that was taped‑out in about 16 months, developed with Broadcom and featuring HBM4 memory. Benchmarks on the InferenceX suit
Edward Ludlow / Bloomberg: Waymo says it has built an ASIC chip that will improve its robotaxis' reflexes and navigational skills and help it diversify away from companies like Nvidia — Alphabet Inc.'
Ian King / Bloomberg: Sources: Qualcomm reached a deal with ByteDance to supply millions of ASICs for AI data centers to support AI agents in the Doubao chatbot; QCOM jumps 5%+ — Qualcomm Inc. reached
@bookwormengr: A look at DeepSeek's model optimization to reduce HBM use, potentially enabling domestic memory, ASIC, and CPU makers to create a Chinese AI hardware ecosystem — Have you ever wondered,
Dwarkesh Patel / Dwarkesh Podcast: Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more — “If o
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Dominic-Madori Davis / TechCrunch: Ghost, which makes a 3,499 computer designed for AI agents and includes an RTX Pro 4000 SFF Blackwell GPU, emerges from stealth with an 11M seed led by a16z — For mu
Dr. Ian Cutress / More Than Moore: Q&A with OpenAI VP of Hardware Richard Ho on its Jalapeño inference chip co-designed with Broadcom, using internal OpenAI models to design the chip, and more — VP Ha
Kai Nicol-Schwarz / CNBC: Jensen Huang says AI model distillation is “competition”; Scott Bessent described it as “theft” in July and threatened sanctions against overseas companies — Watch CNBC's ful
Anna Tong / Forbes: Docs: US data labeling companies, like Surge AI and Mercor, that sell training datasets to US AI labs and the government are also selling them to Chinese labs — The same Silicon Va
OpenAI has just revealed a new 'intelligence processor' chip for AI servers made in partnership with Broadcom. The chip, called Jalapeño, is designed to power current and future large language models,
Benjamin Wallace / New York Times: A profile of Dwarkesh Patel, whose podcast has become mandatory listening in the AI community, with guests like Jensen Huang, Elon Musk, and Mark Zuckerberg — Dwarke
Eli Rosenberg / The Information: 33% of S&P 500 companies provided security perks for execs in 2025: Jensen Huang's security cost rose from 690K in 2023 to 3.5M in 2025, Zuckerberg spent $22M — Nvidia
Jordan Novet / CNBC: Nvidia stock jumps 4.3% to close at a record for the first time since Oct., pushing Nvidia's market cap past 5T, as a rally in Intel pushed chipmakers higher — Nvidia shares close
Alexandra Alper / Reuters: US Commerce Secretary Howard Lutnick says Nvidia has yet to sell H200 chips to Chinese companies and that the Chinese government has not approved such purchases — Nvidia's (
Rebecca Bellan / TechCrunch: Source: Mira Murati's TML signed a deal with Google Cloud, valued in single-digit billions, to access Google's latest AI systems built on Nvidia's GB300 chips — Former Ope
The Korea Herald: SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin — SK hynix Inc. said Monday it
Abram Brown / The Information: A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research — For Dylan
Qianer Liu / The Information: Sources: Google is in talks with Marvell Technology to develop a memory processing unit that works alongside TPUs, and a new TPU for running AI models — Google is in talk
Zvi Mowshowitz / Don't Worry About the Vase: A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the inter
The Information: Sources: OpenAI agrees to pay Cerebras $20B+ to use its server chips, double the amount previously associated with the deal, and may receive equity in Cerebras — OpenAI recently struc